You’ve probably heard about the eye-popping interest rate offered by the US Treasury on Series I bonds. We’ll look at how they work, and their...
READ MOREA new Lending facility for our clients
by Jon Sevenker | May 11, 2022 | P&A Articles
P&A clients who meet certain criteria now have another way to borrow money against their Schwab after-tax investment (i.e. non-retirement)...
READ MORE5 things to know about Secure Act 2.0
by Jon Sevenker | Apr 29, 2022 | P&A Articles
On March 29th, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022, known as Secure Act 2.0. This bill now...
READ MOREHow to support Give to Lincoln Day with IRA distributions
by Jon Sevenker | Mar 30, 2022 | P&A Articles
Since many of our clients have ties to Lincoln, we are passing along information about Give to Lincoln Day and how to utilize an IRA to fund...
READ MOREUnderstanding investing fees & expenses
by Jon Sevenker | Feb 8, 2022 | P&A Articles
We’ve written about why investment fees matter before. And since fees can take a big bite out of your investment returns over time, it’s...
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